See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,553 | $88,707-81.3% | $74,183-77.7% | $273,961-94.0% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 6.84% | 11.94%-5.1pp | 17.74%-10.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,475 | $3,159-53.3% | $2,370-37.8% | $4,869-69.7% |
| Participant deferral / active EE | $1,658 | $4,212-60.6% | $3,550-53.3% | $5,287-68.6% |
| Admin fee / account holder | $168 | $8,717-98.1% | $5,586-97.0% | $10,132-98.3% |